Also, it will make operation a little more difficult, as the guard cannot walk between the units between Caersws and Machynlleth to ensure passengers are in the correct portion.
Also, on the occasion that 4 carriages go off towards Pwllheli (which does happen on occasion), this would make it quite difficult with request stops and also local door (for 4 car unit) stops due to there being no walkthrough.
I think the 158s are adequate for the Cambrian for now.
I agree that the 175s are no good for the Cambrian as they are; I did say they would have to be fitted with
UEGs as well as ETCS to be good for the Cambrian. The only problem with the 158s on the Cambrian is that sometimes a 2+2+2 carriage formation isn't always ideal; a 3-car portion would be useful at times for all three routes (Wrexham/Pwllheli/Aberystwyth) and the slightly larger 175 fleet could allow for the Birmingham-Wrexham portions to increase to hourly and/or extend to Liverpool. But you would need to gut the 175s to install UEGs to make them suitable.
What is needed are some of the 158s from Northern or East Midlands
Would be great for Wales but it would be a retrograde step for Northern and EMT unless a new build of regional express DMUs happens for them, and I can't see that happening.
All valley lines should be electrified with 61x 315s or batch of new Aventras
No 230s, no bi-modes, no tram trains, no trams.
I disagree with that apart from 'all ValleyLines should be electrified' and 'no 230s'. Trams and tram-trains I'm still undecided, but they should be very limited if they are used (north of Taff's Well and the Rhymney line should all be heavy-rail trains).
For EMUs, given the fairly new class 379s and 458s are both coming off lease it ought to be possible to have something more modern than the 315s without the expense of a new build (I know 'money is cheap' at the moment but surely the ROSCOs will want to lease their stock rather than pay to warm-store them so hopefully leases will be cheap). The only trouble is that ValleyLines EMUs would ideally be 3x20m vehicles (with UEGs to allow doubling-up to fill the 6x20m platforms on some lines), and both 379 and 458 are longer than that.
Bi-modes will still be needed given that the marches and Cheltenham Spa routes are not included in the electrification project, and it might be CP7 before the wires reach Swansea. A problem is that Cheltenham runs are over an hour and so a better interior is required, with decent legroom, and I'm not sure a 319 (which I think is the same hopeless bodyshell as a 150) would be up to the job (although, if many pax make use of the fact ValleyLines services run through Cardiff onto the Vale Of Glamorgan, than the whole ValleyLines network is over an hour and also needs to be outer-suburban stock).
Another reason for bi-modes (ones converted from existing stock that is) is that they might be able to take over from the Pacers by 2020, otherwise you will need a very expensive short-term lease on something like 230s to cover the gap until the wires are up. With a bi-mode, you can keep finding a use for them after electrification; with a 230 once the wires are up they have to go.
Some of the 150s need to go as soon as the ValleyLines are electrified, there isn't enough work they would be suitable for elsewhere on the franchise (there might be a use for 15-20 units, if Swansea gets a diesel metro, but not the full 36 unless alot of services run as 4-car 150s).